Financial Statement Analysis – Ratio Analysis
4.3 (510 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
28,232 students enrolled

Financial Statement Analysis – Ratio Analysis

Horizontal analysis, vertical analysis, ratio analysis-liquidity & efficiency, solvency, profitability, & market ratios
4.3 (510 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
28,232 students enrolled
Last updated 4/2020
English
English [Auto]
Current price: $139.99 Original price: $199.99 Discount: 30% off
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This course includes
  • 11 hours on-demand video
  • 5 articles
  • 26 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Assignments
  • Certificate of Completion
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What you'll learn
  • List and describe the tools for financial statement analysis
  • Understand, calculate, and analyze horizontal analysis
  • Explain, calculate and analyze vertical analysis
  • List and describe the categories of ratio analysis
  • Describe liquidity ratios
  • Examine solvency ratios
  • Explain profitability ratios
  • Discuss market prospects ratios
  • Calculate and analyze current ratio, acid-test ration, and accounts receivable ratio
  • Analyze and compute inventory turnover ratio, days’ sales uncollected, days’ sales in inventory, and total asset turnover
  • Discuss and calculate debt ratio, equity ratio, debt-to-equity ratio, and times interest earned
  • Explain and compute profit margin ratio, gross margin ratio, and return on total assets
  • Describe and calculate return on equity, book value per common share, and earnings per share
  • Calculate and analyze price earnings ratio and dividend yield
  • Discuss and analyze the components of a financial statement analysis report
Requirements
  • Understanding of basic accounting terms
Description

Learn tools to analyze financial statements, including vertical analysis, horizontal analysis, and ratio analysis.

This course will provide resources such as downloadable PDF files and preformatted Excel spreadsheet to help understand and apply the concepts.

We will list and describe the tools for financial statement analysis, including vertical analysis, horizontal analysis, and ratio analysis.

Below is more detail about the concepts we will learn.

This course will help us understand, calculate, and analyze horizontal analysis. Horizontal analysis is used to compare financial data and performance of a company across time and is a common and intuitive form of analysis.

We will explain, calculate, and analyze vertical analysis. Vertical analysis also termed common size financial statements, displays all items as percentages of a common base figure instead of absolute numbers. Vertical analysis is very useful to compare financial statements for companies of different sizes.

The course will list and describe the categories of ratio analysis. Ratio analysis is a common form of financial statement analysis used to obtain a quick indication of a business’s financial performance in different areas. Ratios are often grouped into categories, including liquidity ratios, solvency ratios, profitability ratios, and market prospects ratios.

We will describe liquidity and efficiency ratios. We will list liquidity and efficiency ratios, perform calculations, and analyze their use.

The course will examine solvency ratios, listing solvency ratios, calculating solvency ratios, and analyzing their use.

We will Explain profitability ratios. The course will list profitability ratios. We will perform calculations and analysis of profitability ratios.

We will discuss market prospects ratios, listing out the market prospect ratios, discussing the formulas, and analyzing the use of market prospect ratios.

The course will calculate and analyze current ratios, acid-test ration, and accounts receivable ratios.

We will analyze and compute inventory turnover ratios, days’ sales uncollected, days’ sales in inventory, and total asset turnover.

The course will discuss and calculate the debt ratios, equity ratios, debt-to-equity ratios, and times interest earned.

We will explain and compute the profit margin ratio, gross margin ratio, and return on total assets.

The course will describe and calculate return on equity, book value per common share, and earnings per share.

We will calculate and analyze price earnings ratio and dividend yield.

The course will discuss and analyze the components of a financial statement analysis report. We will explain what software can do for us and what software cannot do.

Who this course is for:
  • Accounting students
  • Business owners & professionals
  • Anyone who whats to learn accounting
Course content
Expand all 91 lectures 10:55:21
+ Introduction
7 lectures 36:34
PDF - 120 Types of Analysis
00:08
Multiple Choice Question 1 - Financial Statement Analysis
04:44
Accounting Comic Break
00:15
+ Horizontal Analysis
11 lectures 01:13:22
2 Horizontal Analysis
00:57
PDF - 305 Horizontal Analysis
00:08
305 Horizontal Analysis
15:02
Excel Worksheet Download
00:05
Worksheet- 305 Horizontal Analysis
15:23
PDF - 310 Trend Analysis
00:08
310 Trend Analysis
15:23
Excel Worksheet Download
00:05
Worksheet - 310 Trend Percents
22:03
Multiple Choice Question 2 - Financial Statement Analysis
03:52
Accounting Comic Break
00:16
+ Vertical Analysis – Common-Size Statements
10 lectures 01:13:56
3 Vertical Analysis Common-Size Statements
01:14
PDF - 355 Vertical Analysis Common-Size Statements
00:08
Excel Worksheet Download
00:05
Worksheet - 355 Vertical Analysis
27:33
Excel Worksheet Download
00:05
Worksheet - 357 Common Size Financial Statements
17:59
Multiple Choice Question 3 - Financial Statement Analysis
02:51
Multiple Choice Question 4 - Financial Statement Analysis
04:36
List and describe the four categories of financial ratios.
Discussion Question 1 - Financial Statement Analysis
1 question
Accounting Comic Break
00:15
+ Liquidity & Efficiency Ratios
17 lectures 02:38:55
4 Liquidity Ratios
02:05
List of Ratios
00:06
PDF - 410 Liquidity Ratios Part 1
00:08
410 Liquidity Ratios Part 1
23:15
PDF - 415 Liquidity Ratios Part 2
00:08
415 Liquidity Ratios Part 2
18:25
Excel Worksheet Download
00:05
Worksheet - 410 Liquidity and Efficiency Ratios
21:58
PDF - 420 Current ratio, quick or acid ration, and working capital-Accounting
00:08
420 Current ratio, quick or acid ration, and working capital-Accounting
33:32
Excel Worksheet Download
00:05
Worksheet - 420.10 Current ratio, quick ratio, acid-test ratio, working capital
15:06
Worksheet - 420.20 Current ratio, quick ratio, acid-test ratio, working capital
15:11
Worksheet - 420.30 Current ratio, quick ratio, acid-test ratio, working capital
17:47
Multiple Choice Question 5 - Financial Statement Analysis
05:50
Multiple Choice Question 6 - Financial Statement Analysis
04:51
List and discuss standards for comparison of financial ratios.
Discussion Question 2 - Financial Statement Analysis
1 question
Accounting Comic Break
00:15
+ Solvency Ratios
9 lectures 39:46
5 Solvency Ratios
02:19
List of Ratios
00:06
PDF - 505 Solvency Ratios
00:08
505 Solvency Ratios
13:45
Excel Worksheet Download
00:05
Worksheet - 505 Solvency Ratios
13:18
Multiple Choice Question 7 - Financial Statement Analysis
04:20
Multiple Choice Question 8 - Financial Statement Analysis
05:29
List and explain the primary tools for financial statement analysis.
Discussion Question 3 - Financial Statement Analysis
1 question
Accounting Comic Break
00:16
+ Profitability Ratios
9 lectures 44:25
6 Profitability Ratios
02:14
List of Ratios
00:06
PDF - 605 Profitability Ratios
00:08
605 Profitability Ratios
13:34
Excel Worksheet Download
00:05
Worksheet - 605 Profitability Ratios
13:31
Multiple Choice Question 9 - Financial Statement Analysis
09:22
Multiple Choice Question 10 - Financial Statement Analysis
05:10
Discuss what ratio analysis is and how it is used.
Discussion Question 4 - Financial Statement Analysis
1 question
Accounting Comic Break
00:15
+ Market Prospects Ratios
9 lectures 33:07
7 Market Prospects Ratios
02:38
List of Ratios
00:06
PDF - 705 Market Prospects Ratios
00:08
705 Market Prospects Ratios
11:20
Excel Worksheet Download
00:05
Worksheet - 705 Market Prospects
08:11
Multiple Choice Question 11 - Financial Statement Analysis
05:24
Multiple Choice Question 12 - Financial Statement Analysis
05:00
Explain what vertical analysis is and how it can be useful.
Discussion Question 5 - Financial Statement Analysis
1 question
Accounting Comic Break
00:15
+ Ratio Analysis Practice Problem
7 lectures 45:37
8 Ratio Analysis Practice Problem
00:51
List of Ratios
00:06
Excel Worksheet Download
00:05
Worksheet = Ration Analysis Practice Problem
29:50
Multiple Choice Question 13 - Financial Statement Analysis
05:17
Multiple Choice Question 14 - Financial Statement Analysis
09:13
Discuss what ratio analysis is and how it is used.
Discussion Question 6 - Financial Statement Analysis
1 question
Accounting Comic Break
00:15
+ Financial Statement Analysis Report
12 lectures 01:01:54
9 Financial Statement Analysis Report
02:26
902 Financial Analysis Data Online
04:00
905 Financial Analysis Sample Reports Overview
16:25
910 Financial Analysis Sample Reports Traditional Performance Evacuation
03:38
915 Financial Analysis Sample Reports Ratio Analysis Profitability
05:53
920 Financial Analysis Sample Reports Ratio Analysis Solvency
02:44
925 Financial Analysis Sample Reports Ratio Analysis Liquidity
05:58
930 Financial Analysis Sample Reports Recommendations
06:58
955 Financial Statement Data Online
05:19
Multiple Choice Question 15 - Financial Statement Analysis
05:44
Multiple Choice Question 16 - Financial Statement Analysis
02:33
Accounting Comic Break
00:16